How do I enable approval for a module?

You can enable transaction approval per module in Zoho Books, such as Quotes, Sales Orders, Invoices, Retainer Invoices, Credit Notes, Purchase Orders, Purchase Receives, Bills, Payments Made, Vendor Credits, Transfer Orders, Inventory Adjustments, and Custom Modules.

To enable approval for a module:

Go to Settings in the top right corner of the page.
Navigate to the module for which you want to configure approval.
Click the Approvals tab.
Select the preferred approval type.

Approval Type	Description
No Approval	Further actions can be performed on transactions without the need for approval.
Simple Approval	Any admin or approver can approve the transaction. Further actions can be performed only after the transaction is approved.
Multi-Level Approval	Set up to 10 levels of approval. Further actions can be performed only when all the selected approvers approve the transaction.
Custom Approval	Create approval flows by defining criteria that trigger specific approvers.

Configure the approvers, Approval Preferences, and Notification Preferences based on the selected approval type.
Click Save.

Learn more about configuring approvals and customizing notification preferences for Simple, Multi-Level, and Custom approvals.

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